What does SeCura Partners do?
Many firms try to be all things to all people. SeCura Partners works hard to do a few things well for a select group of people: teachers.
SeCura Partners is comprised of financial consultants and advisors that have a unique combination of intellectual capital in taxation, financial/retirement planning and TRS along with 20+ years of experience working with teachers. Our expertise and track record in helping teachers make the most of their financial resources, makes us the premier financial advisors for teachers in the state of Illinois.
- Tax Experts
- We have 20+ years of working with teachers to minimize their tax obligations and maximize their take-home pay.
- We know that most teachers are missing many deductions and paying more taxes than necessary.
- Financial advisors with an emphasis on retirement planning
- We combine our deep understanding of TRS with our intellectual capital in tax, estate, and retirement planning to help teachers maximize their financial resources for a secure retirement.
- We specialize in creating a retirement income stream that works along-side the TRS benefit but is not dependent on Illinois politics.
- Our dedicated staff researches issues that impact teachers, like pension reform, so we are always up to date and able to clarify the impact on our clients.
- We are not 403(b) providers
How does SeCura Partners help teachers?
We can help you:
1. Maximize your take-home pay through our thorough tax-planning process.
- By increasing take-home pay, teachers can save more for a secure retirement.
- By re-filing the past three years of tax returns, we often re-claim over $1,000 in taxes paid in prior years.
2. Clarify the impact that pension reform will have on you
- Tier 1, Tier 2 or Tier 3?
- We can help you make the best decision for your individual situation.
3. Proactively create a retirement income stream that works along-side the TRS benefit but is not dependent on the state paying their bills.
How can SeCura Partners work with you?
SeCura Partners can work with your organization to provide our services to your members at a deeply discounted price. Our services typically include:
- Tax return review and preparation
- Comprehensive financial/retirement planning
- Pension reform TRS election